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ERn Financial, LLC: PVAL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ERn Financial, LLC on PVAL, newest first. How the timeline and the estimate are built.

ERn Financial, LLC held 132,470 PVAL shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 132,470 shares
    Change vs previous 13F +1,040 shares

    1.12% of the 13F portfolio, value $6,749,347.

    13F-HR 0001768302-26-000004 filed by ERn Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 131,430 shares
    Change vs previous 13F -7,846 shares

    1.15% of the 13F portfolio, value $6,098,352.

    13F-HR 0001768302-26-000003 filed by ERn Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 139,276 shares
    Change vs previous 13F +7,401 shares

    1.19% of the 13F portfolio, value $6,346,807.

    13F-HR 0001768302-26-000001 filed by ERn Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 131,875 shares
    Change vs previous 13F +987 shares

    1.11% of the 13F portfolio, value $5,633,700.

    13F-HR 0001768302-25-000007 filed by ERn Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 130,888 shares
    Change vs previous 13F -46,106 shares

    1.11% of the 13F portfolio, value $5,265,624.

    13F-HR 0001768302-25-000004 filed by ERn Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 176,994 shares
    Change vs previous 13F +7,045 shares

    1.06% of the 13F portfolio, value $6,739,932.

    13F-HR 0001768302-25-000003 filed by ERn Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 169,949 shares
    Change vs previous 13F +11,411 shares

    0.95% of the 13F portfolio, value $6,308,507.

    13F-HR 0001768302-25-000001 filed by ERn Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 158,538 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $6,014,932.

    13F-HR 0001768302-24-000008 filed by ERn Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).